Investment Advisor - Member Financial Planning (Hybrid)

SchoolsFirst Federal Credit Union; West Covina (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

SchoolsFirst Federal Credit Union is seeking a Financial Advisor to provide member-focused investment guidance and financial planning. You will assist with mutual funds, securities, and consultative services, ensuring compliance and ongoing member relationships.

The role requires Series 7/66 or 63/65, California Insurance License, and 7–10 years of relevant experience. Expect on-site work with regular member meetings and annual financial reviews.

Qualifications

• High School Diploma or GED required.
• Bachelor's Degree in a related field or equivalent years of experience.
• 7–10 years of prior relevant experience.
• Certifications or licenses including Series 7 and 66, or Series 63 and 65 in lieu of 66.
• California Insurance License required.
• Participation in the CA DMV pull program may be required depending on assignment

Responsibilities

• Provides excellent service to Members seeking information on investment products offered through broker/dealer.
• Assists Members with mutual funds, securities transactions, and financial planning.
• Discusses financial investment alternatives with Members.
• Evaluates Member’s goals, risk tolerance and suggests appropriate investments.
• Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
• Maintains regular contact with OSJ and updates on products and services offered through the investment program.
• Initiates Member investment selections and records transactions with broker/dealer.
• Schedules and conducts meetings with Members via phone and in person.

Skills

Customer service

Financial planning

Investment products

Regulatory compliance

Education

High School Diploma or GED

Bachelor's degree in related field

Job description

SchoolsFirst Federal Credit Union is seeking a Financial Advisor to provide member-focused investment guidance and financial planning. You will assist with mutual funds, securities, and consultative services, ensuring compliance and ongoing member relationships.

The role requires Series 7/66 or 63/65, California Insurance License, and 7–10 years of relevant experience. Expect on-site work with regular member meetings and annual financial reviews.